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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

43 hedge funds and large institutions have $16.1M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$363K
2
Citadel Advisors
Citadel Advisors
Florida
+$226K
3
Morgan Stanley
Morgan Stanley
New York
+$217K
4
MCM
MAI Capital Management
Ohio
+$142K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.7K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$37.6K
2
ME
McIlrath & Eck
Washington
-$35.6K
3
Bank of America
Bank of America
North Carolina
-$19.8K
4
RI
Ridgewood Investments
New Jersey
-$13.8K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.51K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.44M +$35.3K +753 +0.8%
IFWM
2
Institute for Wealth Management
Colorado
$2.79M -$8.81K -188 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$2.39M +$217K +4,628 +10%
UBS Group
4
UBS Group
Switzerland
$1.19M +$1.08K +23 +0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K -$37.6K -803 -6%
BP
6
BBR Partners
New York
$439K – – –
Goldman Sachs
7
Goldman Sachs
New York
$396K – – –
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$363K +$363K +7,758 New
EAM
9
Evanson Asset Management
California
$282K – – –
MFWP
10
Mosaic Family Wealth Partners
Missouri
$276K – – –
Cerity Partners
11
Cerity Partners
New York
$239K – – –
E
12
EntreWealth
Texas
$236K +$236K +4,883 New
AWM
13
Austin Wealth Management
Texas
$236K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$226K +$226K +4,832 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$214K – – –
Creative Planning
16
Creative Planning
Kansas
$211K +$375 +8 +0.2%
RI
17
Ridgewood Investments
New Jersey
$184K -$13.8K -295 -7%
MCM
18
MAI Capital Management
Ohio
$142K +$142K +3,027 New
RIL
19
Rothschild Investment LLC
Illinois
$141K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$133K +$14.3K +306 +12%
GT
21
Glenmede Trust
Pennsylvania
$119K – – –
Jones Financial Companies
22
Jones Financial Companies
Missouri
$112K +$41.7K +891 +59%
UB
23
UMB Bank
Missouri
$109K – – –
BAM
24
Bellevue Asset Management
Washington
$90K – – –
CA
25
Clearstead Advisors
Ohio
$78.7K – – –
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